Investing in Defense, Cloud Stock Performance, and the S&P 500 in 2023 02/24/23

On the one-year anniversary of the invasion of Ukraine, what is the state of national security and defense? Morgan Stanley's Kristine Liwag weighs in. Plus, cloud and enterprise stocks are outperforming the market, with several high growth and high valuation names seeing outsized gains. Wedbush's Dan Ives dives into his favorite stocks. And, the S&P 500 is on track for its worst week since December, down more than 1.5% this month and up just 4.5% year-to-date. NewEdge Wealth's Ben Emons and Oppenheimer's John Stoltzfus wrap up the markets for the week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.